Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,923 institutions that hold shares in the stock, with a total of 8.74 Billion shares, which have been reported (via 13F filing form) to have a value of $2.04 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
81,052
shares
|
$18.9 Million
9.62% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
81,046
shares
|
$18.9 Million
3.34% of portfolio
|
Q1 2024
Added 446.98%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
81,010
shares
|
$18.9 Million
3.81% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
80,969
shares
|
$18.9 Million
0.87% of portfolio
|
Q3 2022
Reduced 4.05%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
80,909
shares
|
$18.9 Million
2.46% of portfolio
|
Q4 2022
Reduced 0.71%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
80,838
shares
|
$18.9 Million
4.06% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
80,766
shares
|
$18.8 Million
4.34% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
80,736
shares
|
$18.8 Million
7.37% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
80,667
shares
|
$18.8 Million
2.1% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
80,621
shares
|
$18.8 Million
2.93% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
80,579
shares
|
$18.8 Million
3.57% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
80,569
shares
|
$18.8 Million
5.79% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
80,505
shares
|
$18.8 Million
6.66% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
80,467
shares
|
$18.8 Million
2.17% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
80,458
shares
|
$18.8 Million
5.7% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
80,403
shares
|
$18.8 Million
5.19% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
80,303
shares
|
$18.7 Million
6.62% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
80,259
shares
|
$18.7 Million
2.99% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
80,225
shares
|
$18.7 Million
4.41% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Richard C. Young & Co., Ltd.
|
Jan 28, 2025 Q4 2024 |
80,210
shares
|
$18.7 Million
2.32% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
80,077
shares
|
$18.7 Million
4.55% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
80,036
shares
|
$18.7 Million
2.0% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
80,009
shares
|
$18.7 Million
2.27% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
79,971
shares
|
$18.7 Million
1.2% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
79,967
shares
|
$18.6 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.56%
|